Handmer: Great businesses commoditize complements rather than manufacturing solar modules
Casey Handmer · Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea · Oct 28, 2025 · at 22:36
Casey Handmer explains why Terraform Industries builds synthetic fuel systems on top of cheap solar instead of entering panel manufacturing.
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“Really good businesses are built by commodifying a complement and the complement be commodified here is, is like as much as possible of the solar Development, which is pretty much reduced to practice and commodified already at this point. And the part that you sit on top of that is the thing that takes that and turns into something useful for the end customer.”
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